2023 Form 5500 filing — Lakes Region Community Services Council 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250415134402NAL0003311329001) for Lakes Region Community Services Council 403(B) Plan, reported by Lakes Region Community Services Council under EIN 02-0329795 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415134402NAL0003311329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lakes Region Community Services Council
- EIN
- 02-0329795
- Plan number
- 001
- Location
- Laconia, NH
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,245,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,245,525
- Employer contributions
- $90,671
- Participant contributions
- $259,877
- Total income / additions
- $1,094,829
- Benefits paid
- $411,943
- Administrative expenses
- $55,577
- Total expenses
- $468,480
- Net increase / (decrease)
- $626,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $32,010 | $1,987 |
| Mml Investors Services, LLC | NONE | $13,567 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | NONE | $10,000 | not reported in the loaded dataset |